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Virtus Kar Mid-cap Core Fund Class I (0P0000JSEM)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.57B
Virtus KAR Mid-Cap Core Fund Class I
63.190
+0.490
+0.78%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JSEM Overview
On this page you'll find an in-depth profile of Virtus Kar Mid-cap Core Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000JSEM among other information.
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
Contact Information
Address
Greenfield, MA, 01301
Greenfield,MA 01301
United States
Greenfield,MA 01301
United States
Phone
+1 8002431574
Web
www.virtus.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Craig Stone | Portfolio Manager | 2009 | Now |
| Biography | Craig Stone is Co-Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an MBA from the University of Southern California. | ||
| Jon K Christensen | Portfolio Manager | 2009 | Now |
| Biography | Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder. | ||
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